| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q1 2023 | 38 | 143,043 | 13F-HR | 5/4/2023 | 000191130723000002 | Treasure Coast Financial Planning |
| Q4 2022 | 38 | 134,020 | 13F-HR | 2/6/2023 | 000191130723000001 | Treasure Coast Financial Planning |
| Q3 2022 | 32 | 124,593 | 13F-HR | 11/2/2022 | 000191130722000004 | Treasure Coast Financial Planning |
| Q2 2022 | 32 | 129,114 | 13F-HR | 8/2/2022 | 000191130722000003 | Treasure Coast Financial Planning |
| Q1 2022 | 33 | 130,439 | 13F-HR | 5/9/2022 | 000191130722000002 | Treasure Coast Financial Planning |
| Q4 2021 | 32 | 129,302 | 13F-HR | 2/15/2022 | 000191130722000001 | Treasure Coast Financial Planning |